Accounting & Tax Packages

Package A- Diamond

Package B- Platinum

Package C- Gold

Package D- Silver

Like many business managers and owners, you may increasingly be turning to your accountant for business consultancy and advice as well as personal wealth management. Whatever your needs—financial statement preparation, complex accounting, tax compliance and advice, business planning, wealth management, or raising funds—you expect your advisers to be able to add real value to your business. Our real world view means that our advice is practical and appropriate for your business. We’re out there with you, and we’ll deliver what we promise.

We can work for you on a monthly basis to review your operating results, assist you in making money, reducing your income taxes and plan for your success. We are in essence, your Controller and work for you on a part time basis when and if needed.

Let’s face it. Almost anyone can crunch numbers for you, but your business may need more. If you are looking for an accounting firm that gives small business owners “Big Client Service,” look to us. We deliver superior service and give our clients the attention they need to thrive in today’s marketplace. It is not only about numbers. It is about services.

No matter how new or small, how growth oriented or mature your business may be, our Accounting and Tax Packages will not only address your needs but also fit your budget.

Some of the many benefits we provide to you include:

professional and courteous service

reasonable rates

current and up to date information on your records

a very personalized approach to handling your business

Rest assured that everyone at our organization including our bookkeepers, staff accountants, administration staff and the owner become part of your team! We will work with you on a monthly basis to:

review your operating results

determine appropriate income tax planning ideas to save you income taxes

comment on your business expenses and methods of reducing them

Our approach is simple – Provide the highest level of professional accounting and tax services along with business management guidance to our business clients.

Our promise is to give you the best service, to become part of your team and to help you achieve the goals you have for your business.

Our clients view our firm as a business partner. They call us frequently with their business questions and they know that the “meter” is not always running. It is part of our commitment to provide experienced accounting consultation and business guidance.

Below are some popular service packages we offer to our clients. Choose which service level you need for your business, or if you prefer, we can customize a package specifically for your business.